PORTFOLIO OPTIMIZER Trademark

Trademark Overview

On Wednesday, April 23, 2003, a trademark application was filed for PORTFOLIO OPTIMIZER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO OPTIMIZER trademark a serial number of 78241281. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 25, 2024. This trademark is owned by American International Group, Inc.. The PORTFOLIO OPTIMIZER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely asset allocation analysis
portfolio optimizer

General Information

Serial Number78241281
Word MarkPORTFOLIO OPTIMIZER
Filing DateWednesday, April 23, 2003
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 25, 2024
Registration Number2830138
Registration DateTuesday, April 6, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 13, 2004

Trademark Statements

Goods and ServicesFinancial services, namely asset allocation analysis
NOT AVAILABLE"PORTFOLIO"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 25, 2024
Primary Code036
First Use Anywhere DateTuesday, May 31, 1994
First Use In Commerce DateTuesday, May 31, 1994

Trademark Owner History

Party NameCOREBRIDGE FINANCIAL, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressHOUSTON, TX 77019
Party NameAmerican International Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 101080728
Party NameAmerican International Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10270
Party NameAmerican International Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10270

Trademark Events

Event DateEvent Description
Monday, August 18, 2003TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 9, 2003TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, September 11, 2003ASSIGNED TO EXAMINER
Thursday, September 11, 2003NON-FINAL ACTION E-MAILED
Thursday, November 20, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 6, 2004REGISTERED-PRINCIPAL REGISTER
Tuesday, November 9, 2010TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, November 9, 2010APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, April 3, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 9, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 24, 2003NOTICE OF PUBLICATION
Tuesday, January 13, 2004PUBLISHED FOR OPPOSITION
Wednesday, August 12, 2009TEAS SECTION 8 & 15 RECEIVED
Monday, August 17, 2009ASSIGNED TO PARALEGAL
Friday, August 28, 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, April 5, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, September 17, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 24, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, April 3, 2014TEAS SECTION 8 & 9 RECEIVED
Thursday, April 3, 2014REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Saturday, April 5, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, April 5, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, June 24, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 24, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 24, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 24, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 27, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, December 27, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, December 27, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 3, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, February 22, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, April 3, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 3, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, April 6, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, October 25, 2024CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Related Keywords

optimizer portfolio allocation analysis asset namely services financial